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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,681 | $72,404-13.4% | $110,243-43.1% | $64,173-2.3% |
| Participation rate | 69.5% | 73.3%-3.8pp | 79.8%-10.3pp | 69.6%-0.1pp |
| Annual return | -7.90% | -6.29%-1.6pp | 314.76%-322.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,483 | $2,282-35.0% | $3,827-61.3% | $2,381-37.7% |
| Participant deferral / active EE | $5,218 | $3,469+50.4% | $4,672+11.7% | $3,470+50.4% |
| Admin fee / account holder | $8,882 | $5,664+56.8% | $8,548+3.9% | $4,887+81.7% |